Angelo Manzo
Angelo Manzo is a CFA, CFP-designated registered investment advisor at Meeder Advisory Services, INC., based in Dublin, OH, with 18 years of industry experience. Angelo operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning, Tax Planning. Their firm serves 3,636 clients with $2.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.5M | 0.70% |
| $2.5M - $5.0M | 0.65% |
| $5.0M - $7.5M | 0.60% |
| $7.5M - $10.0M | 0.55% |
| $10M+ | 0.45% |
Fees are negotiable and vary by program. Managed Account Program fees may include an additional 0.10% per tier.
Fee Estimator
Location
6125 Memorial Dr, Dublin, OH, 43017
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Angelo is a real estate agent and owns rental property, dedicating minimal time to each activity. He also sells insurance products and fixed annuities to family members, which takes minimal time.
Employment History
Current Registrations
Meeder Advisory Services, INC.
Previous Registrations
Meeder Asset Management, INC.
Meeder Distribution Services, INC.Broker
Hightower Advisors, LLC
Hightower Securities, LLCBroker
Morgan StanleyBroker
Morgan Stanley
Boa, LLC
Km&m Pinnacle, LTD.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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